Planning Consultants
Financial Services - Tulsa, Oklahoma, United States
Planning Consultants Employees
Planning Consultants Senior Management
Planning Consultants Details
Planning Consultants is a U.S. based firm that provides third party financial planning solutions to financial advisors. Outsourcing plan writing frees the advisor's time and creates capacity for the advisor to focus on relationship management and prospecting. Plans are written and reviewed by CFP® professionals only, and are written using Money Guide Pro software. The advisor can be confident that their client is receiving comprehensive planning. Additionally, the plan writers do not solicit or accept personal clients, and the advisor can be confident that Planning Consultants is not interested in competing with the advisor. Planning Consultants is not affiliated with a broker dealer.
